Our platform allows you to be as hands-on as you desire in the bookkeeping process. In the CPAFlow platform, you can review and approve the work performed by our bookkeepers or allow us to relay the completed financials statements directly to your clients. Customize your level of involvement in the bookkeeping process! CPAFlow is all about making your bookkeeping experience easier without compromising quality or timeliness. Spending less time involved in bookkeeping means you can spend more time focusing on what really matters — growing your business.
CPAFlow offers accounting firms competitive hourly rates for bookkeeping services; rates vary depending on the number of hours needed. To ensure margins are maximized for each task performed by your dedicated bookkeeping team, the CPAFlow platform allows you to set budgets and track the progress for each job. Please contact our sales team to obtain a quote for your specific bookkeeping needs.
Your dedicated account manager will ensure a proper and complete onboarding process. This includes understanding your expectations and priorities as a CPA, discussing every client to ensure we understand each of their needs, and full training on the use of the CPAFlow platform.
Ready to take your accounting firm to the next level?
Sign up for a free trial and get full access to CPAFlow. We will do a month of bookkeeping for one of your clients and provide you with their set of financial statements for free.